Talk Your Book: Creating Monthly Income From Your Portfolio

Syntax Direct – The only enabling technology platform empowering RIAs to engage in Direct Indexing

Syntax Direct empowers financial advisors to design hyper-customized portfolios in seconds, generating back-tested indices with full transparency. Scale your business, meet diverse client needs, and integrate seamlessly into existing tech stacks and order management systems.

Today's Talk Your Book is brought to you by Invesco:

See here for more information on Invesco's income strategies

On today’s show, we discuss:

  • Maintaining diversification while earning high yield

  • Writing options on the index

  • How to maintain a constant yield

  • Understanding upside and downside participation

  • How the monthly income works

  • What could go wrong with this strategy

Animal Spirits:

Charts:

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